Doubleline Etf Trust shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Doubleline Etf Trust (DBND) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Doubleline Etf Trust
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Quarterly reported holdings in Doubleline Etf Trust by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.7M | 101k | 46.24 |
| 2025-03-31 | $4.5M | 98k | 46.17 |
| 2024-12-31 | $4.7M | 104k | 45.29 |
| 2024-09-30 | $5.0M | 106k | 47.36 |
| 2024-03-31 | $4.9M | 107k | 45.88 |
| 2023-12-31 | $5.0M | 109k | 46.26 |
| 2023-09-30 | $13M | 299k | 44.12 |
| 2023-06-30 | $13M | 270k | 46.18 |
| 2023-03-31 | $11M | 236k | 46.70 |
| 2022-12-31 | $9.6M | 210k | 45.49 |
| 2022-09-30 | $9.6M | 209k | 45.65 |
| 2022-06-30 | $10M | 212k | 47.96 |
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